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New Client Information Form

New Client Information Form

We are excited to have you as our new client!

Who is completing the form?

Full name

First Name

Last Name

Email

General Contact Information For Your Business:

Business name

Address

Address 1

Address 2

City

ZIP / Postal Code

State / Province

Country

Business phone

Business email

Website

Your Company Demographics

Services We Are Providing To You (Multiple options can be selected)

Your sector (Multiple options can be selected)

How many locations do you have worldwide?

What countries are these offices located?

Who is your main contact at Murgitroyd?

What other services would you be interested in exploring further in the future with Murgitroyd? (Multiple options can be selected)

Your business size

How did you hear about Murgitroyd?

Correspondence Contact

Our default is to send all correspondence via email except for original certificates of grant. If you need this to be different, please note this under "special instructions" below.

Correspondence Contact Name

First Name

Last Name

Job title

Email

Where To Send - Physical Address

Address 1

Address 2

City

ZIP / Postal Code

State / Province

Country

Would you like copies sent to anyone?

Yes

No

Have you already provided details of the chosen contact in a previous section?

Yes

No

Copies Contact Address

Copies Contact Address

Do you want Murgitroyd to be responsible for monitoring and payment of renewals?

Yes

No

Renewals Contact Name

First Name

Last Name

Email

If powers of attorney documents are required, do you want to execute general or specific power of attorney documents?

General

Specific

Would you like access to our Client Portal?

Yes

No

Have you already provided details of the chosen contact in a previous section?

Yes

No

Client Portal Access

Client Portal Access

Accounting Contact

Accounts Physical Mailing Address:

Address 1

Address 2

City

ZIP / Postal Code

State / Province

Country

Attention to:

First Name

Last Name

Email

Phone

Accounts Special Instructions:

Invoicing Type and Contact

Please state the main currency in which you would like your invoices issued:

Type of Invoices Requested:

Individual

Monthly Consolidated

Electronic - e-billing platform upload

Specify electronic - e-billing platform used *

Name of electronic e-billing platform used *

Contact for billing system

First Name

Last Name

Phone

Email

Do you require a PO No. on your invoices?

Yes

No

Contact information for who assigns this PO

First Name

Last Name

Phone

Email

Attention to on Invoice:

First Name

Last Name

Phone

Email

Special invoicing instructions

Is the person above also responsible for actual payment of invoices?

Yes

No

Who is responsible for actual payment of invoices?

First Name

Last Name

Phone

Email

Accounts & Invoicing cont.

Murgitroyd sends an electronic statement each month to all clients showing current outstanding invoices.

Where would you like the Statement of Accounts to be sent?

First Name

Last Name

Email

Phone

In the event an invoice becomes overdue who would you like us to contact (if different from above)?

First Name

Last Name

Phone

Email

Please forward a full remittance advice to us with all your payments to [email protected].

Do you need us to complete any vendor registration forms?

Yes

No

Please upload your vendor registration forms here

If you wish to query an invoice, please contact [email protected].

Any further information you would like to provide?

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